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iShares Morningstar Mid-Cap Growth ETF

398 hedge funds and large institutions have $2.02B invested in iShares Morningstar Mid-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 161 increasing their positions, 118 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCG
301
Breakwater Capital Group
New Jersey
$208K
FA
302
FC Advisory
Pennsylvania
$208K
BWA
303
BlueChip Wealth Advisors
Georgia
$207K
CAM
304
Clark Asset Management
New Hampshire
$207K
PA
305
Procyon Advisors
Connecticut
$204K
OWA
306
Opal Wealth Advisors
New York
$203K
ANBT
307
American National Bank & Trust
Texas
$198K
TPCW
308
TD Private Client Wealth
New York
$187K
OSAM
309
O'Shaughnessy Asset Management
Connecticut
$187K
GIP
310
Granite Investment Partners
California
$174K
CSB
311
City State Bank
Iowa
$169K
TLA
312
Tanglewood Legacy Advisors
Texas
$165K
CI
313
CX Institutional
Indiana
$163K
WWM
314
Western Wealth Management
Colorado
$156K
PA
315
Parallel Advisors
California
$146K
BTD
316
BankPlus Trust Department
Mississippi
$138K
PB
317
Pinnacle Bancorp
Nebraska
$138K
NB
318
NBT Bank
New York
$130K
FHC
319
First Horizon Corporation
Tennessee
$128K
FP
320
Financial Perspectives
Minnesota
$123K
OCWP
321
Owl Creek Wealth Partners
Colorado
$122K
CF
322
Centaurus Financial
California
$116K
AT
323
Avalon Trust
New Mexico
$94.5K
UBS AM
324
UBS AM
Illinois
$92.9K
PWA
325
Provenance Wealth Advisors
Florida
$81.4K